INTC has been in this range the last 2 weeks, and will have nothing but good news to come. I think we see nice price action leading to and continuing after Haswell launch.
There was no relief for ARM Holdings today after analysts at Exane BNP provided sceptics with plenty of ammunition for their bear case against the microchip designer.
Shares in the blue-chip technology company lost 55p, or 5.2pc, to 995p, bringing their total fall since Tuesday, when ARM held an investor day, to 9.2pc.
The catalyst for the decline was a downgrade to “neutral” from “outperform” by Exane analysts, who reckoned that the company’s “ability to continue beating market expectations is now limited”.
Worries over growing competition from Intel have hurt ARM shares this week. The Exane experts added fuel to that fire, arguing that the US giant’s Silvermont platform – a new design for one of its flagship chips – “could mark the end of ARM’s monopoly on smartphones and especially on tablets”.
They added that the British group’s chances of cracking the PC and servers market “remain slim and its revenue opportunities are limited”. ARM, on what was a poor day for equities worldwide, ended the session as the second-heaviest faller in the FTSE 100.
[ARMH heading down much lower IMO, will not cover until it's under $40]
Intel has been angling to get its processors into the mobile network for years. Now thanks to partnership with Nokia Siemens Networks it’s finally getting its chance.
At CTIA Wireless Thursday, NSN and Intel said they have begun jointly building a mobile edge computing architecture that would put applications servers at every cell site. The partnership is an extension of NSN’s Liquid Applications strategy, which it unveiled at Mobile World Congress with IBM.
The idea is to transform the radio access network from a mere delivery network to one that hosts content and services. Such an architecture would not only put video and content closer to mobile subscribers, but it would make such Liquid Apps much more network-aware apps
At the heart of Liquid Apps is an application server utilizing Intel’s Crystal Forest platform for network infrastructure and a boatload of Xeon silicon. Those servers would perform the localized processing and content storage as well as maintain a constant collaborative link with the radio base station.
Intel's PE is misleading because in the last 2 quarters, and this quarter, they took a one time excess capacity charges and startup cost to upgrade to 14nm. If you take that into account, Intel's PE is actually ridiculous lower than 12 ..at around 10. Beginning in Q3, we won't be seeing those charges/costs and Intel's earnings will really shine. Q3 and Q4 will be even better than Q4 2011, when their revenue was $13.9 billion and earnings of $0.64/share. So for Q3 and Q4 we are talking about earnings of $0.70 or more. This is Microsoft's numbers folks! Then in 2014, with 14nm in full steam and new refresh of products like Broadwell, which is when, for the first time, Intel's Core CPU can go into tablets FANLESS. Think about that! And with 14nm, we also get refresh of Atoms and other products for smartphones and servers. Make no mistake about it, Intel's future is bright and current stock price is grossly undervalued.
Due largely to the “touch friendly” nature of Windows 8 and generally competitive pricing from ODMs, DisplayBank has reported that shipments of touchscreen-equipped notebooks increased by 51.8 percent in Q1 2013 (compared to Q4 2012) to 4.57 million units.
DisplayBank has further estimated that this represents approximately 10 percent of the overall notebook market and has reported that companies from the Greater China region, including Acer, Asus and Lenovo, now aim to double the market penetration of touchscreen notebooks in the near future.
[This should bold well for this quarter's numbers]
@keylimesoda @anandshimpi Do you know of any good benchmarks comparing Atom vs. AMD's low-power offerings?
anandshimpi @anandshimpi @keylimesoda ask me again in a week ;)
3:12 PM - 17 May 13
[I assume for Bay Trail?]
Another sniplet from article:
"If fear of Samsung mobile DRAM blackmail has kept Apple from moving its "A" chip business to a less competitive supplier, as I think, it will be able to make that move now without fear of memory retribution by Samsung. The Apple business will move from Samsung. The debate over whether the business goes to Intel or TSMC (TSM) will soon be over. My bet, since Intel played a big role in saving Elpida, to Apple's distinct benefit, they will get the "A" chip business with or without the ARM (ARMH) cores."
The following series of events leading to Micron acquisition of Elpida:
February 14, 2012 the Elpida bankruptcy becomes obvious because the Japanese government refuses further support.
February 27, 2012 Elpida actually files for bankruptcy protection.
February 28, 2012 The IMFT (Intel (INTC)-Micron Flash Technology) joint venture is re-negotiated. The JV redo involves an "enhanced JV" where Intel sells to Micron the Intel interest in the IMFT fabs in Singapore and Manassas, VA for $600 million. $300 million cash and $300 to remain on deposit with Micron for payment for future NAND chips. These fabs had a replacement cost of perhaps $8 billion, with Intel's interest worth about $4 billion. Selling the Intel interest in the fabs for $600 million was tantamount to a "Phantom Transfer" of over $3 billion in appraisable value to the Micron balance sheet. It also sent to the Japanese a message that Intel was indirectly standing behind any offer that Micron would make on the Elpida operation.
May 4, 2012, Hynix (not in great financial shape themselves) withdraws from the bidding for Elpida.
May 10, 2012 Micron confirms rumors that they are in discussions to acquire Elpida as a continuing operation.
May 16, 2012 Industry sources reveal that Apple (AAPL) has contracted with Elpida (still officially in bankruptcy) for mobile DRAM that represents half of the output of the Hiroshima fab. We need to pause and think about that for a minute. Apple essentially bet the company on a supplier of an essential product that was in bankruptcy proceedings.
July 2, 2012 Micron announces sponsorship agreement to acquire Elpida Memories.
February 28, 2013 Tokyo district court approves the acquisition of Elpida by Micron.
March 29, 2013 A small group of unsecured creditors file an appeal, which can only delay the closing of the acquisition.
May 15, 2013 Tokyo High Court dismisses the appeal and allows the acquisition to proceed.
[CONCLUSION: Intel and Apple are in bed together via Micron]
Outgoing Intel CEO Paul Otellini believes that the transition to 450mm wafers could virtually wipe out half of semiconductor companies.
Speaking at a tech conference Otellini said transitioning to 450mm will be costly, simply too costly for small fish.
“In general, every time there has been a wafer-size change in the industry, only half of [design and production] market players [survived],” said Otellini.
Naturally, Otellini is confident about the transition to 450mm and EUV manufacturing, since Intel is leading the way in cutting edge manufacturing processes and it has done so for years. Transitioning to 450mm will result in cheaper chips, something that Intel desperately needs to take on the ARM alliance in smartphone and tablet markets.
Of course, Otellini could be going into doomsayer mode just to scare smaller players and their investors.
That said, Reller insists that Microsoft's "relationship, and work we're doing with Intel, has never been stronger."
In fact, Reller says that Windows 8 tablets built on Intel's new Haswell chip will be out by the end of summer in time for 'back to school."
Haswell is all about better battery life and improved graphics performance."
"A new report by the Taiwan-based computer industry newshounds at DigiTimes informs us that notebook system builders’ first Haswell based products “have mostly been shipped” and are expected to be in retail channels by the end of May. There they will sit until June, when these shiny new notebooks, hybrids, tablets and so-on have been officially unveiled at Computex 2013."
I'm neither vinnie nor tiglet21. Stop putting my name in your posts.
During the course of several months of intensive collaboration, the Vodafone Innovation Park Labs successfully certified Intel's XMMTM 7160 LTE platform in accordance with Vodafone's global test criteria. The XMMTM 7160 platform from Intel is one of the smallest and most energy-efficient multimodal LTE platforms (LTE/HSPA+/EDGE), which can simultaneously cover a wide range of bands in all significant radio technologies. It is intended for use in smartphones, tablets, UltrabooksTM and machine-to-machine modules. The platform supports LTE with up to 100 Mbit/s in the downlink and 50 Mbit/s in the uplink. DC-HSPA+ (up to 42 Mbit/s), HSUPA (up to 5.7 Mbit/s) and EDGE will also be supported. The modem platform supports four GSM bands, eight 3G bands and 15 LTE bands, and also provides IMS features such as VoLTE.
As Stefan Wolff, Vice President of the Intel Architecture Group & General Manager of the Multi-Comm Mobile and Communications Group explains: "The successful and efficient cooperation with the Vodafone Innovation Park Labs allows our OEM partners to introduce consumer products such as tablets and smartphones onto the market with as little effort as possible. The close, intensive collaboration with Vodafone ensures maximum quality and stability in Intel's current and future modem and phone platforms, which in turn allows our OEM customers to provide outstanding quality on rollout of the product."
Andreas Dorstel, Head of the Acceptance & Innovation Services Department in the Vodafone Innovation Park, is already looking forward to further cooperation for the next generations in order to ensure a high level of end customer satisfaction, bearing in mind the numerous Intel-based mobile communication products in the Vodafone network.
[By the way, Renee James is a director at Vodafone]
Acer projects second-quarter sales of Windows 8 laptops and hybrids to be double that of first quarter, said JT Wang, Acer's chairman and CEO
Some gen info:
The real news from Intel: Renee James takes over No. 2 spot
"As part of the software group, James has been involved in the development of Tizen, a Linux-based alternative mobile OS to Android. Intel is one of the few companies with the resources to compete with Google in a mobile OS. Intel has chips, OS engineers and a compiler business of its own, and it has Samsung's power and momentum. They better make this work."